iShares MSCI EAFE Small-Cap ETF
315 hedge funds and large institutions have $3.93B invested in iShares MSCI EAFE Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 119 reducing their positions, and 26 closing their positions.
7% more capital invested
Capital invested by funds: $3.66B → $3.93B (+$267M)
8% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 26
0% more funds holding in top 10
Funds holding in top 10: 26 → 26 (0)
0% less funds holding
Funds holding: 316 → 315 (-1)
0.69% less ownership
Funds ownership: 67.71% → 67.02% (-0.69%)
3% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 119
99% less call options, than puts
Call options by funds: $879K | Put options by funds: $66.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$46.1M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$35.3M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$26.4M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$21.4M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$48.3M |
| 2 |
Jane Street
New York
|
-$40.1M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$16.3M |
| 4 |
Bank of New York Mellon
New York
|
-$9.66M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$8.77M |
SCZ Hedge Fund Activity: Q3 2016 in Review
315 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI EAFE Small-Cap ETF (SCZ) for Q3 2016, worth a combined $3.93B — up 7.3% from $3.66B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SCZ positions and 26 closed out — a net gain of 2 holders — while 116 added to existing stakes and 119 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $46.1M. The largest seller was Bessemer Group, cutting an estimated $48.3M.
- 315 institutional investors held iShares MSCI EAFE Small-Cap ETF (SCZ) as of Q3 2016, down from 316 in Q2 2016.
- Funds reported $3.93B of iShares MSCI EAFE Small-Cap ETF stock for Q3 2016, up 7.3% quarter-over-quarter.
- 28 funds opened new iShares MSCI EAFE Small-Cap ETF positions in Q3 2016 and 26 closed out, a net change of +2 holders.
- The largest iShares MSCI EAFE Small-Cap ETF buyer in Q3 2016 was JP Morgan Chase, an estimated $46.1M added.
- The largest iShares MSCI EAFE Small-Cap ETF seller in Q3 2016 was Bessemer Group, an estimated $48.3M sold.
Based on aggregated 13F filings for Q3 2016.